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Invesco S&P 500 Top 50 ETF

522 hedge funds and large institutions have $4.65B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 191 increasing their positions, 156 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $925K | Put options by funds: $230K

118% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 49

22% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 156

11% more funds holding

Funds holding: 472522 (+50)

1% more capital invested

Capital invested by funds: $4.6B → $4.65B (+$57.4M)

3.51% less ownership

Funds ownership: 70.27%66.76% (-3.5%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
522
Holders Change
+50
Holders Change %
+10.59%
% of All Funds
7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.31%
New
107
Increased
191
Reduced
156
Closed
49
Calls
$925K
Puts
$230K
Net Calls
+$695K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Aspire Capital Advisors
Washington
$4.77M -$3.62M -73,369 -41%
AWS
102
Atria Wealth Solutions
New York
$4.69M +$387K +7,852 +8%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$4.63M +$2.47M +49,986 +99%
SP
104
Stonebrook Private
Michigan
$4.55M +$4.88M +98,842 New
PFG
105
PAX Financial Group
Texas
$4.41M +$240K +4,869 +5%
GM
106
GeoWealth Management
Illinois
$4.3M -$2.87M -58,135 -38%
CFP
107
Comprehensive Financial Planning
Pennsylvania
$4.21M +$915K +18,538 +25%
CIAS
108
CFS Investment Advisory Services
New Jersey
$4.21M +$4.52M +91,499 New
TC
109
Truvestments Capital
Florida
$4.17M +$332K +6,721 +8%
BNMT
110
Bawa N Mallick Trust
New York
$4.14M
OCG
111
Opus Capital Group
Ohio
$4.06M +$3.64M +73,764 +507%
PAS
112
Park Avenue Securities
New York
$4.05M +$4.35M +88,076 New
GVAG
113
Great Valley Advisor Group
Delaware
$4.01M -$494 -10 -0%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.99M -$181K -3,676 -4%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$3.95M +$1.82M +36,822 +75%
Cerity Partners
116
Cerity Partners
New York
$3.88M +$3.73M +75,678 +879%
FIA
117
Foundations Investment Advisors
Arizona
$3.73M +$2.46M +49,896 +160%
TCA
118
Transcend Capital Advisors
New Jersey
$3.71M +$10.5K +213 +0.3%
SPC
119
Sigma Planning Corp
Michigan
$3.66M -$293K -5,936 -7%
CIA
120
Concurrent Investment Advisors
Florida
$3.63M -$1.85M -37,569 -32%
LIM
121
Leavell Investment Management
Alabama
$3.59M +$144K +2,920 +4%
AAM
122
Ackerman Asset Management
Maryland
$3.58M +$3.84M +77,779 New
AAS
123
Avantax Advisory Services
Texas
$3.54M +$415K +8,419 +12%
IFWM
124
Institute for Wealth Management
Colorado
$3.54M -$78.8K -1,597 -2%
RAG
125
RIA Advisory Group
Iowa
$3.4M +$82.1K +1,664 +2%

XLG Hedge Fund Activity: Q1 2025 in Review

522 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Top 50 ETF (XLG) for Q1 2025, worth a combined $4.65B — up 1.2% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new XLG positions and 49 closed out — a net gain of 58 holders — while 191 added to existing stakes and 156 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $119M. The largest seller was Fisher Asset Management, cutting an estimated $237M.

  • 522 institutional investors held Invesco S&P 500 Top 50 ETF (XLG) as of Q1 2025, up from 472 in Q4 2024.
  • Funds reported $4.65B of Invesco S&P 500 Top 50 ETF stock for Q1 2025, up 1.2% quarter-over-quarter.
  • 107 funds opened new Invesco S&P 500 Top 50 ETF positions in Q1 2025 and 49 closed out, a net change of +58 holders.
  • The largest Invesco S&P 500 Top 50 ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $119M added.
  • The largest Invesco S&P 500 Top 50 ETF seller in Q1 2025 was Fisher Asset Management, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2025.